同样是做电池的，营收和利润也没有巨大差距，然而真相却是

HelloDean

2020-06-30

$天能动力(00819)$ 市值4000亿和100亿，都是行业龙头吗？

A股的宁德时代，2017-2019年营业收入分别是200、296、458亿元，2017-2019年净利润分别是33.8、33.9、45.6亿元。

港股的天能动力，2017-2019年营业收入分别是269、347、406亿元，2017-2019年净利润分别是11.7、11.8、16.8亿元。

这两家企业，营业收入接近，前两年天能的营业收入甚至超过宁德时代。净利润的区别，主要是宁德时代的产品主要给汽车使用，“高大上”，毛利率高；天能动力的产品，主要给两轮、三轮电动车（电单车）使用，面向中低端，毛利率低。

两家企业都是动力电池的龙头企业，宁德的市值接近4000亿元，天能的市值只有100多亿元。

那么，天能有投资价值吗？

$宁德时代(300750)$$特斯拉(TSLA)$

“疯狂的”特斯拉

特斯拉周三暴跌超17％！其在2020年的涨幅仍然达到75％，市值一度超过福特、通用、本田、法拉利之和。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

Peter822100
2020-07-19
Peter822100
很简单啊，汽车动力电池是朝阳，市场无限，三蹦子老年车是夕阳，市场不逐年猥琐都是万幸了。
- Peter822100回复HelloDean:
  能有多大市场？我个人觉得没多大
- HelloDean:
  那两轮电动车电池是啥阳？平衡车的呢？
爱发红包的虎妞
2020-07-01
爱发红包的虎妞
哈喽，可以加虎妞一下吗~有几个问题想采访您~~v：tigerbrokers
- 爱发红包的虎妞回复HelloDean:
  就关于这个行业随便聊聊哈哈，加我呗~
- HelloDean回复爱发红包的虎妞:
  哈哈哈，瞎侃吗，我没用过。简单接触这个群体，都还是在YY上听一群美好的gay，描述他们的小甜蜜。后来工作才注意到，感觉是很值得开发的一个群体
- 爱发红包的虎妞回复HelloDean:
  没关系呀~~关于blued，简单聊两句~~
- HelloDean:
  我啥也不不懂
粤西马化腾
2020-07-07
粤西马化腾
汽车跟三轮车的技术储备能比吗
- 粤西马化腾回复HelloDean:
  市值不仅仅体现在营收
- HelloDean:
  说的是市值差别过大

发表看法

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